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Sign In(1) Remember risk-off/risk-on? (2) Follow the changing leaders. (3) Vertical integration creating more competition in semiconductor space. (4) Everybody wants to make designer chips. (5) GPUs for AR, VR, and AI. (6) Law of supply and demand pushing up some wages. (7) Fresh air in Beijing during mid-October. (8) China’s strong man will get five more years in office, guaranteed. (9) China’s economy continues to roll along thanks to lots of debt, which might be restructured into equities.
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